5 Comments
User's avatar
Larry King's avatar

Definitely one of my favorite episodes. Thanks Matt, Dave, and Tim. Happy Thanksgiving.

Expand full comment
Jazz Digest's avatar

Pointing to electric utilities as a viable model was a bit of a record scratch moment in the podcast. I don’t know where you all live but here in NY we are being reamed by utilities and captured public service commissions. The only residents avoiding the pain are those in publicly owned utility areas. And given the example of Wikipedia as a bright unshitty light, then maybe the discussion needs to also include alternative ownership models. Capital is as capital does, no?

Expand full comment
Clark Venable's avatar

One quibble. The guest refers to anesthesiology as an example of an extractive industry. Is the price of providing a safe, high quality anesthetic ”many, many, many times in excess or in multiple of the value provided”?

No.

Do anesthesiologists have monopoly pricing?

No.

In fact, the insurers tell us how much they will pay for our services—take it or leave it. Or Medicare, which pays anesthesiologists less than it costs to provide care.

Ask me how I know.

I will give him the benefit of the doubt that his comment about anesthesiology was off the cuff and not well thought out.

Expand full comment
Matt Stoller's avatar

The FTC is bringing a case alleging that in many states, they do have monopoly pricing power. https://www.fiercehealthcare.com/regulatory/ftc-secures-11th-hour-settlement-pe-firm-welsh-carson-over-alleged-roll-scheme

Expand full comment
Clark Venable's avatar

Thanks, Matt. The Private Equity raccoons who ‘roll up’ anesthesia practices may do that as part of their business strategy, but I’m fairly certain there’s not an anesthesiologist among them. Perhaps I’m being too sensitive here, but I think a better way to phrase it would have been “large national private equity-owned anesthesia staffing companies” Then again, ‘anesthesiologists’ is just shorter I guess (though less accurate). Love your work and podcasts.

Expand full comment